SHARK wrote:i too agree blue. as long as you got good fundamentally sound counters we shouldnt be upset. equation might slightly change in case you are in margin trading, where you will have exposed to credit

Yes..Shark & BW...I know these are good fundamentals...But the problem is time value of the money...

Trust that members can recall that I kept on saying that REXP need more time to deliver a good return. I think within another 2 - 3 quarters it will turnaround. You need a damn hel of a patience with this stock.

Blue Whale wrote:Trust that members can recall that I kept on saying that REXP need more time to deliver a good return. I think within another 2 - 3 quarters it will turnaround. You need a damn hel of a patience with this stock.

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When the crude oil price increase, price of synthetic rubber and natural rubber increase.. then the gross profit of REXP decrease bcoz they use natural rubber as a raw material (cost of production increase) ..

Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time ..

thanks ..... so oil exporting nations income rises with rising oil prices. that gives them more buying power and their economy expands and development work which was halted will resume in their countries. with more wealth from oil revenues, they can recruit new labour, buy construction materials for their needs so and so forth. this is what we want isnt it.

The question is why the oil price is rising, is it due to fear or otherwise.

if its due to fear then my argument would be invalidated and rally would be short lived.

what is most important would be the real health of the world economy.

in my opinion all stakeholders/countries should have a balanced contribution to the economy depending on their abilities.

some lesser developed countries or regions will accelerate their growth, some would have temporary setbacks and others will continue at modest pace.

remember various crashes we had in US, Europe and China .... all these because too much dependence on region or countries.

now we talk of BRICS, in time to come will this be another lesson on putting so many eggs in one basket

so rising commodity prices arent the real issue, cos the product, innovations, efficiency and market penetration and better markets would be other factors affecting GP margins.